See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 7-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $27,332 | $117,983-76.8% | $101,794-73.2% | $142,382-80.8% |
| Participation rate | 80.0% | 74.2%+5.8pp | 69.2%+10.8pp | 80.1%-0.1pp |
| Annual return | 20.01% | 36.92%-16.9pp | 30.53%-10.5pp | 217.08%-197.1pp |
| Employer contribution / active EE | $1,617 | $2,773-41.7% | $2,289-29.4% | $4,299-62.4% |
| Participant deferral / active EE | $1,848 | $4,714-60.8% | $4,084-54.8% | $6,507-71.6% |
| Admin fee / account holder | $67 | $10,433-99.4% | $8,777-99.2% | $12,624-99.5% |